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Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
901
Baldwin Wealth Partners
Massachusetts
$424K -$27.1K -245 -6%
EIG
902
Ellenbecker Investment Group
Wisconsin
$421K -$33.1K -300 -8%
TIS
903
Tortoise Index Solutions
Kansas
$421K +$86.7K +785 +27%
PCM
904
Prelude Capital Management
New York
$420K -$53K -480 -12%
CF
905
Centaurus Financial
California
$419K +$69.6K +630 +21%
CPA
906
Clear Perspective Advisors
Illinois
$418K – – –
SSWG
907
Seven Springs Wealth Group
Tennessee
$417K +$398K +3,604 New
PP
908
Pegasus Partners
Wisconsin
$413K +$47.9K +434 +14%
IC
909
IEQ Capital
California
$411K +$392K +3,552 New
RG
910
Rathbones Group
United Kingdom
$410K – – –
BWM
911
Biltmore Wealth Management
Arizona
$409K -$1.55K -14 -0.4%
CFG
912
Cooper Financial Group
California
$407K +$12.5K +113 +3%
SAM
913
Silvercrest Asset Management
New York
$404K – – –
IA
914
IFP Advisors
Florida
$404K +$28.2K +255 +8%
PTC
915
Provident Trust Company
Wisconsin
$402K – – –
LIM
916
Leavell Investment Management
Alabama
$401K -$50.8K -460 -12%
MWM
917
Mission Wealth Management
California
$401K +$3.42K +31 +0.9%
JGC
918
J. Goldman & Co
New York
$400K -$675K -6,118 -64%
LOAMS
919
Lombard Odier Asset Management (Switzerland)
Switzerland
$400K +$64.9K +588 +20%
CC
920
Chicago Capital
Illinois
$398K – – –
BTW
921
Boston Trust Walden
Massachusetts
$398K +$4.2K +38 +1%
SIM
922
Stratos Investment Management
Ohio
$397K +$379K +3,430 New
MAM
923
Marotta Asset Management
Virginia
$390K +$353K +3,200 New
ARMT
924
Amica Retiree Medical Trust
Rhode Island
$389K – – –
BAM
925
Blueshift Asset Management
New Jersey
$388K +$370K +3,352 New
35 36
37
38 39